We’ve been there, and we know how difficult it is to take care of business while grieving and managing other day to day responsibilities. That’s why we continue serving our clients at the end of life, and provide administrative support to your executor and loved ones.
We serve as a liaison between attorneys, financial advisors, and/or CPA’s.
- Locating documents
- Submitting claim documents and death certificates
- Shutting down online accounts
- And more
You can be assured that your loved ones have someone in their corner to keep track of the process.
Call us today to discuss your needs.